Q: Hi 5i Team - I have held Tourmaline for several years and although the dividend payouts have been good, the capital appreciation part has not. I am thinking of switching to CNQ, either partially or completely. Could you provide your thoughts on this strategy. Thanks.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Suncor Energy Inc. (SU $57.75)
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Canadian Natural Resources Limited (CNQ $43.21)
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Tourmaline Oil Corp. (TOU $60.06)
Q: What would be your top 3 picks in the TSE in the energy sector right now?
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Enbridge Inc. (ENB $67.98)
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Canadian Natural Resources Limited (CNQ $43.21)
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Tourmaline Oil Corp. (TOU $60.06)
Q: Hello, I would like to know your top 3 Canadian picks for small, mid and large caps in order for a 3-5 year hold. Also in which order would you buy (ENB, TOU,CNQ) and at what $ entry point.
Thank you
Thank you
Q: I have held MX for a few years and watched it bounce up and down and have never been smart enough to take advantage of its cyclicality and sell on its way up. Its currently at the lower end of its trading band. If it were you, would you wait for the next leg up to sell and move into CNQ or would you make the trade now? My hesitancy is that MX would appear to have a much higher short/medium term potential than CNQ and I would hate to miss that,
Thanks
Scott
Thanks
Scott
Q: Which of these 3 dividend stocks would be your pick for the short and medium term?
fts, cnq and enb.
thanks
fts, cnq and enb.
thanks
Q: I currently have app a 10% exposure to oil & gas. I am currrently considering selling part of my ENB holdings and using the funds to increase my CNQ exposure to app 3%. Would appreciate hearing your thoughts on such a move
Q: Good morning,
Thoughts on CNQ’s earnings today?
Thanks for the great service.
Thoughts on CNQ’s earnings today?
Thanks for the great service.
Q: Is CNQ stock price down due to OPEC increases or other ?
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Toronto-Dominion Bank (The) (TD $106.32)
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Bank of Nova Scotia (The) (BNS $87.74)
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Canadian Natural Resources Limited (CNQ $43.21)
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Sun Life Financial Inc. (SLF $82.06)
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Constellation Software Inc. (CSU $4,392.79)
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Intact Financial Corporation (IFC $277.97)
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Fortis Inc. (FTS $68.37)
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Descartes Systems Group Inc. (The) (DSG $144.53)
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Toromont Industries Ltd. (TIH $147.08)
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Hydro One Limited (H $49.28)
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EQB Inc. (EQB $91.23)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
Q: What are your top highest conviction stocks right now for compound growth over next five years?
Q: Is energy a good sector to invest right now?
Would you have a preference between IMO or CNQ?
Would you have a preference between IMO or CNQ?
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Apple Inc. (AAPL $234.07)
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Regeneron Pharmaceuticals Inc. (REGN $560.00)
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UnitedHealth Group Incorporated (DE) (UNH $352.51)
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Canadian Natural Resources Limited (CNQ $43.21)
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Sun Life Financial Inc. (SLF $82.06)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $129.30)
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TFI International Inc. (TFII $129.57)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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AAON Inc. (AAON $82.18)
Q: Sir: What 2 US and Canadian stocks or ETFs do you see most unfairly punished now, and most likely to reward , down the road. Also could you suggest one non US value ETF or stock that cheers you a lot? Thanks-JP
Q: For a conservative investor making an initial investment in o&g industry ( other than owning ENB ), which would you suggest ?
I like the integrated biz and very long reserves of SU and the proven management and size of CNQ.
Which company can handle lower oil prices best ? Which is more dividend growth friendly ?
I’m thinking either one is fine and it’s a coin toss, but any further considerations you can provide would be appreciated.
Thanks, Derek.
I like the integrated biz and very long reserves of SU and the proven management and size of CNQ.
Which company can handle lower oil prices best ? Which is more dividend growth friendly ?
I’m thinking either one is fine and it’s a coin toss, but any further considerations you can provide would be appreciated.
Thanks, Derek.
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Tractor Supply Company (TSCO $60.61)
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Texas Instruments Incorporated (TXN $182.60)
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Toronto-Dominion Bank (The) (TD $106.32)
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Canadian Natural Resources Limited (CNQ $43.21)
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Sun Life Financial Inc. (SLF $82.06)
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Fortis Inc. (FTS $68.37)
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Southern Copper Corporation (SCCO $106.18)
Q: Hi Team,
I went looking through the questions and couldn’t find one like this. I am not looking for personal advice but the context is that I am closer to winding down the working years and am trying to build some income into the portfolio through dividend growers.
What would be your top seven dividend growers in both the US and Canada where the starting dividend is at least 1.5% indicating that management sees the dividend as a meaningful part of its capital allocation strategy? Obviously, I would prefer some sector diversification as well.
Please feel free to deduct as many questions as you deem appropriate.
Thanks for the great help!
I went looking through the questions and couldn’t find one like this. I am not looking for personal advice but the context is that I am closer to winding down the working years and am trying to build some income into the portfolio through dividend growers.
What would be your top seven dividend growers in both the US and Canada where the starting dividend is at least 1.5% indicating that management sees the dividend as a meaningful part of its capital allocation strategy? Obviously, I would prefer some sector diversification as well.
Please feel free to deduct as many questions as you deem appropriate.
Thanks for the great help!
Q: I'm considering a switch from CNQ to PEY, would you make that change? PEY has been doing well in recent years and CNQ has been lagging behind. What's your thought on that idea? Thanks.
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Toronto-Dominion Bank (The) (TD $106.32)
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Bank of Nova Scotia (The) (BNS $87.74)
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Enbridge Inc. (ENB $67.98)
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Canadian Natural Resources Limited (CNQ $43.21)
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Sun Life Financial Inc. (SLF $82.06)
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Fortis Inc. (FTS $68.37)
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North West Company Inc. (The) (NWC $47.76)
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Russel Metals Inc. (RUS $41.33)
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Leon's Furniture Limited (LNF $29.26)
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Hydro One Limited (H $49.28)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.59)
Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.
Thanks
Thanks
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Toronto-Dominion Bank (The) (TD $106.32)
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Enbridge Inc. (ENB $67.98)
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Canadian Natural Resources Limited (CNQ $43.21)
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Fortis Inc. (FTS $68.37)
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Celestica Inc. (CLS $334.53)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
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goeasy Ltd. (GSY $207.45)
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EQB Inc. (EQB $91.23)
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Nutrien Ltd. (NTR $78.88)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
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Nvidia CDR (CAD Hedged) (NVDA $40.70)
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Alphabet CDR (CAD Hedged) (GOOG $39.36)
Q: Hello all,
I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.
They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)
Please note, the American equities would be CDRs and hedged.
Here are my questions:
What entry point/range would you be comfortable buying any of these securities listed?
Do you recommend half positions in any of them at this time? Please list.
Taking into account the time frame, are there any companies you would recommend not buying?
Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?
Please mention if there are other securities that might be better in satisfying the stated objective.
Do you forsee any problems with this approach and do you recommend something else to help offset anything?
I know that you don't have a crystal ball but your opinion is appreciated.
Please take as many credits as required.
Respectfully,
Arturo
I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.
They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)
Please note, the American equities would be CDRs and hedged.
Here are my questions:
What entry point/range would you be comfortable buying any of these securities listed?
Do you recommend half positions in any of them at this time? Please list.
Taking into account the time frame, are there any companies you would recommend not buying?
Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?
Please mention if there are other securities that might be better in satisfying the stated objective.
Do you forsee any problems with this approach and do you recommend something else to help offset anything?
I know that you don't have a crystal ball but your opinion is appreciated.
Please take as many credits as required.
Respectfully,
Arturo
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Canadian Natural Resources Limited (CNQ $43.21)
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Peyto Exploration & Development Corp. (PEY $18.24)
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Celestica Inc. (CLS $334.53)
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Magna International Inc. (MG $64.26)
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goeasy Ltd. (GSY $207.45)
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Vitalhub Corp. (VHI $11.09)
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Construction Partners Inc. (ROAD $125.20)
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Cellebrite DI Ltd. (CLBT $16.80)
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Propel Holdings Inc. (PRL $31.80)
Q: I'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
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Suncor Energy Inc. (SU $57.75)
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Enbridge Inc. (ENB $67.98)
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Canadian Natural Resources Limited (CNQ $43.21)
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TC Energy Corporation (TRP $72.45)
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Pembina Pipeline Corporation (PPL $54.33)
Q: Currently I have an overweight position in energy, with full positions in CNQ, SU, TOU, ENB and half positions in TRP and WCP. Does it make sense to sell TRP at this time and take a full position in PPL? Does it make sense to hold both CNQ and SU or is there a significant correlation between the two, if so, which would you keep?
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Intuitive Surgical Inc. (ISRG $449.68)
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Eli Lilly and Company (LLY $755.39)
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UnitedHealth Group Incorporated (DE) (UNH $352.51)
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Canadian Natural Resources Limited (CNQ $43.21)
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Tourmaline Oil Corp. (TOU $60.06)
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Mainstreet Equity Corp. (MEQ $192.89)
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GFL Environmental Inc. subordinate voting shares (GFL $65.31)
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MDA Space Ltd. (MDA $30.80)
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Lumine Group Inc. (LMN $45.56)
Q: Hi team...what's your take on health care sector changes coming with Trump I own 3% LLY 1% ISRG 1% UNH lly getting walloped due to speculation on what's coming (how bad can it be) do you recommend selling the sector or repositioning the stocks presently own in the sector or do you have a top pick?....Thanks also do you think that this is good entry for CNQ,TOU,MDA,MEQ, GFL,LMN, looking for some growth and dividend return please rate them in order of preference c/w entry target price...thanks for your help
Q: Back in September 2024, I had asked whether it might be a good idea to rotate from ENB to a producer like CNQ/CVE. 5i's response as the time was that it was not a fan of "fixing' things that are not broken".
This has so far been good call because ENB has faired well while the producers are hitting new lows.
My question is: at what point does the risk/reward become such that rotating into the producers make sense?
This has so far been good call because ENB has faired well while the producers are hitting new lows.
My question is: at what point does the risk/reward become such that rotating into the producers make sense?